Role Profile Role Details Role Title MI Reporting Analyst Pay band 6 Business unit Finance Reporting to Analysis Manager Date produced or updated April 015 Purpose of Role To design and produce management information reports and analysis - To respond to ad-hoc requests for analysis or management information in a timely manner -To support the Analysis Manager in providing analysis and insight on the behaviour and profile of NS&I s customers through projects and ad-hoc reporting. -To have knowledge of the NS&I databases including the Data Warehouse (DWH) including structure, content, capabilities and limitations. To provide appropriate guidance and interpretation of data to support decision-making across the business. Key responsibilities Producing and Managing Regular Reports To run and produce regular reports to the agreed schedule and to meet specified deadlines To make reports available to internal customers and communicate when reports have been updated To identify and follow up on any anomalies or issues spotted in the data when running regular reports To produce commentary to support management information reports paying attention to trends and patterns observed, especially linked to areas of importance for the business. To convert ad-hoc reports to regular reports when requested where there would be benefit in the analysis being repeated over time and viewed as trend information To develop and deliver new reports as required, with a focus on streamlining the production process To produce job notes for regular reports and ensure these are kept up to date Cognos Reporting To provide Cognos processing and report production support for the non-working days of the part time Business Reporting Analyst (who works three days a week) Business Insight Intranet page To ensure the Business Insight intranet page is kept up to date with current versions of regular reports To add new reports that are deemed suitable for publication To regularly check that all links to reports are in working order Data Warehouse Development To test new or amended data items as they are made available for analysis, ensuring they meet NS&I requirements and that any issues are documented and fed back Data Warehouse analysis To have knowledge of the NS&I data warehouse structure, content, capabilities and limitations To be a proficient in the interrogation of the data warehouse by using Business Objects and SPSS PASW Modeler to support internal customers with a wide range of information requests, Role Profile - page 1
establishing the purpose behind analysis requests and ensuring the data provided meets their needs To provide support to internal customers by adding insight to observed customer behaviours and characteristics Campaign Analysis Support To support the Data Analysts in the production of pre and post campaign analysis Relationships Please list the jobs and areas with which the post interacts. This should show internal and external relationships. Internal External Colleagues within: Finance Retail Partnership Risk People and Strategy ATOS Data Warehouse Team Customer data processing, matching and segmentation consultancy Analytical Consultancy Person specification Essential qualifications, experience and technical knowledge Essential qualifications Degree qualification in numerate, statistical or business related subject Essential experience Be highly numerate and analytical with strong attention to detail in interpreting data and providing accurate analysis and high quality output Good planning and organisational skills with ability to prioritise own work across a number of parallel activities Essential technical knowledge and skills Intermediate to advanced knowledge of Excel. Examples of excel functions to be proficient in; use a range of lookup and reference functions customise the formatting of charts in Excel create and use labels and names in a workbook protect data in worksheets and workbooks create summaries in your spreadsheets using subtotals use data linking to create more efficient workbooks construct and operate PivotTables Desirable qualifications, experience and technical knowledge and skills Ability to create dashboards or reports with very little direction Experience of accessing and working with data in a database or data warehouse Role Profile - page
Experience of using a business intelligence or analysis tool such as Business Objects or SPSS Modeller. Strong communicator and collaborator with experience in building relationships Desire to learn new skills and to improve the analysis delivered to our internal customers Competencies and values Please read in conjunction with the NS&I Behavioural Based Competency Framework and give examples relevant to the role. Customer Focus Internal customers Maintains and develops good and effective working relationships with internal customers, Atos Data Warehouse team and external suppliers. Challenges customer s reasons/purpose for requests, assesses with them what can be delivered and ensures that will meet their requirements Seeks feedback from internal customers when analysis has been delivered and acts upon that feedback to improve the service delivered to customers. External customers Demonstrate awareness of and attention to the fair treatment of customers Team working Cooperate with other teams and departments by providing pertinent reporting or analysis in support of business needs Help and support other team members when needed, for example, covering absence or when other members of the team have a high workload Learn new skills and try new ways of working for the benefit of the team. For example trialling new software and job shadowing Managing third party relationships Demonstrate awareness and understanding of third parties to NS&I including HM Treasury, business partners and delivery agents and their needs in broad terms. Respond constructively and professionally to requests and queries from third parties. Works collaboratively with suppliers and Atos data warehouse team to ensure objectives can be met in a way that is acceptable to both parties Role Profile - page 3
Making decisions Recognises potential problems with data and analysis techniques as they arise and identifies when further investigation is required Ability to break problems with the data down to understand them more clearly Ability to assess impact of different solutions to meet analysis request Anticipates and challenges likely problem areas in meeting analysis requests or reporting delivery and proactively seeks to resolve them Improving business performance 1 Respond positively to opportunities to improve business performance within the scope of role Learn new skills and ways of working appropriate to my role and the needs of the business Anticipates and implements change through identification of areas for future reporting Demonstrate awareness of own strengths and development areas Achievement orientation To give progress updates on own areas of work to contribute to the planning targets, milestones and deadlines for the team The ability to prioritise own workload and agree achievable deadlines with customers Seek ways to improve personal productivity Leading others 1 Role Profile - page 4
Accept accountability and responsibility for personal work objectives and performance standards Recognise and respect individual differences Communication To be able to clearly communicate the results and methodology of analysis or reports and to adapt delivery to suit a range of audiences To be able to present data in a variety of forms including email, written reports, Power Point presentations and verbally Role Profile - page 5